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HEES

H&E Equipment Services

Delisted

HEES was delisted on the 30th of May, 2025.

3 hedge funds and large institutions have $296K invested in H&E Equipment Services in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 244 closing their positions.

New
Increased
Maintained
Reduced
Closed

85.66% less ownership

Funds ownership: 85.67%0.02% (-86%)

99% less funds holding

Funds holding: 2503 (-247)

100% less capital invested

Capital invested by funds: $2.97B → $296K (-$2.97B)

100% less funds holding in top 10

Funds holding in top 10: 90 (-9)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 244

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
3
Holders Change
-247
Holders Change %
-98.8%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
Reduced
2
Closed
244
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
226
Covestor
United Kingdom
-$3K -26 Closed
LFG
227
Larson Financial Group
Missouri
-$2.46K -26 Closed
W
228
WealthCollab
Washington
-$2.37K -25 Closed
AAP
229
Arax Advisory Partners
Colorado
-$2.18K -23 Closed
PFBT
230
Parkside Financial Bank & Trust
Missouri
-$1.9K -20 Closed
AF
231
Allworth Financial
California
-$1.35K -15 Closed
JWA
232
JFS Wealth Advisors
Pennsylvania
-$1.33K -14 Closed
EWA
233
EverSource Wealth Advisors
Alabama
-$1.23K -13 Closed
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
-$1.23K -13 Closed
Bessemer Group
235
Bessemer Group
New Jersey
-$1K -10 Closed
SC
236
Stephens Consulting
Michigan
-$948 -10 Closed
WCM
237
WealthTrak Capital Management
Virginia
-$948 -10 Closed
CFO
238
CVA Family Office
Colorado
-$853 -9 Closed
CPG
239
Cornerstone Planning Group
New Jersey
-$540 -6 Closed
DPW
240
DiNuzzo Private Wealth
Pennsylvania
-$474 -5 Closed
RWM
241
Rialto Wealth Management
New York
-$474 -5 Closed
PWAM
242
Private Wealth Asset Management
Iowa
-$284 -3 Closed
SIC
243
SJS Investment Consulting
Ohio
-$285 -3 Closed
CIAM
244
Caitong International Asset Management
Hong Kong
-$190 -2 Closed
IA
245
IFP Advisors
Florida
-$190 -2 Closed
GFPC
246
Global Financial Private Client
Florida
-$95 -1 Closed
PWM
247
Parkworth Wealth Management
California
-$95 -1 Closed

HEES Hedge Fund Activity: Q2 2025 in Review

3 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q2 2025, worth a combined $296K — down 100% from $2.97B a quarter earlier.

Sellers outnumbered buyers: 244 funds closed out of HEES and 0 opened new positions — a net loss of 244 holders — while 2 trimmed existing stakes and 0 added.

The largest seller was Vanguard Group, exiting entirely with an estimated $307M sold.

  • 3 institutional investors held H&E Equipment Services (HEES) as of Q2 2025, down from 250 in Q1 2025.
  • Funds reported $296K of H&E Equipment Services stock for Q2 2025, down 100% quarter-over-quarter.
  • 0 funds opened new H&E Equipment Services positions in Q2 2025 and 244 closed out, a net change of -244 holders.
  • The largest H&E Equipment Services seller in Q2 2025 was Vanguard Group, an estimated $307M sold.

Based on aggregated 13F filings for Q2 2025.